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Invesco BulletShares 2026 Municipal Bond ETF
BSMQ

125 hedge funds and large institutions have $156M invested in Invesco BulletShares 2026 Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

14% more funds holding

Funds holding: 110 → 125 (+15)

12% more capital invested

Capital invested by funds: $139M → $156M (+$17M)

3.81% more ownership

Funds ownership: 63.56% → 67.37% (+3.8%)

Holders
125
Holders Change
+15
Holders Change %
+13.64%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
56
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
+$3.01M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$999K
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$814K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$933K
2
Jane Street
Jane Street
New York
-$892K
3
FWM
Fortress Wealth Management
California
-$647K
4
KAS
Kestra Advisory Services
Texas
-$511K
5
RCA
Resonant Capital Advisors
Wisconsin
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$1.46M -$46.2K -1,955 -3%
FNB
27
Farmers National Bank
Kentucky
$1.44M +$1.44M +61,134 New
MA
28
MONECO Advisors
Connecticut
$1.42M +$373K +15,796 +35%
CA
29
CGN Advisors
Kansas
$1.38M -$53.3K -2,257 -4%
ACA
30
Aptus Capital Advisors
Alabama
$1.3M +$99.8K +4,225 +8%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.26M +$15.5K +654 +1%
PFG
32
PAX Financial Group
Texas
$1.18M +$14.6K +619 +1%
ACM
33
AlphaStar Capital Management
North Carolina
$1.17M +$124K +5,265 +12%
Stifel Financial
34
Stifel Financial
Missouri
$1.16M -$103K -4,347 -8%
FF
35
Farnam Financial
Arizona
$1.06M – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$1.05M +$152K +6,422 +17%
SC
37
Savant Capital
Illinois
$1.04M -$46.3K -1,959 -4%
PWM
38
Paulson Wealth Management
Illinois
$1.01M +$82.5K +3,491 +9%
CWM
39
Cornerstone Wealth Management
Missouri
$1M +$95.5K +4,040 +11%
SPA
40
Sentinel Pension Advisors
Massachusetts
$877K +$150K +6,355 +21%
HGA
41
Hobbs Group Advisors
South Carolina
$857K +$4.11K +174 +0.5%
APA
42
Astoria Portfolio Advisors
New York
$839K -$74.9K -3,172 -8%
MWM
43
Meridian Wealth Management
Kentucky
$813K +$331 +14 +0%
Brown Advisory
44
Brown Advisory
Maryland
$811K +$199K +8,424 +32%
OIA
45
OneDigital Investment Advisors
Kansas
$802K – – –
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$754K +$434K +18,369 +135%
BPA
47
Beacon Pointe Advisors
California
$740K +$142 +6 +0%
FCAS
48
First Command Advisory Services
Texas
$720K +$452K +19,129 +168%
CIC
49
Carnegie Investment Counsel
Ohio
$715K -$18.9K -800 -3%
HBT
50
Hills Bank & Trust
Iowa
$671K +$552K +23,367 +457%
1
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BSMQ Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) for Q4 2024, worth a combined $156M — up 12% from $139M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BSMQ positions and 7 closed out — a net gain of 18 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $3.01M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $933K sold.

  • 125 institutional investors held Invesco BulletShares 2026 Municipal Bond ETF (BSMQ) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $156M of Invesco BulletShares 2026 Municipal Bond ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 25 funds opened new Invesco BulletShares 2026 Municipal Bond ETF positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $3.01M added.
  • The largest Invesco BulletShares 2026 Municipal Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $933K sold.

Based on aggregated 13F filings for Q4 2024.